Wealth
Insurance Series: Part 1 – Overview: Insurance is an important part of our personal finance plan
Insurance is a key and priority element of our personal finance plan that defines our needs and financial objectives, as...
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What is the value of the financial advice?
The three major areas of value creation by the financial advisor are portfolio building, financial planning and emotional support and...
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Generations have the same financial goals, but different priorities
Who are the Silent Generation, Baby Boomers, Generation X and Millennials (and Generation Z)? Do financial goals change with age...
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The convergence of financial wealth of emerging economies over the past 20 years
The last two decades have been of strong growth and convergence of financial wealth in Asia, but also in other...
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What influences the investment of households in the stock markets
In developed economies, household’s equities investments are related to the level of wealth, the nature of the socio-economic model and...
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Households with higher incomes invest the same way
Despite asset allocation differences between countries driven by social-economical and wealth reasons, the richest households (High Net Worth Individuals) in...
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The Global Market Portfolio should be the investor’s central allocation
What is the Global Market Portfolio? The Global Market Portfolio is the investors starting point, the base reference and the...
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Families in the richest countries invest more, accentuating inequalities
In richer countries, households have most of their wealth in investments rather than savings, unlike less-rich countries Households of the...
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The richest families in the world are in Switzerland, Japan and the Netherlands
In terms of global wealth by region, North America leads outstandingly, followed almost on par, by Western Europe and Asia...
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Having financial literacy and knowing how to invest are two very different things
Although the results of financial literacy studies in the world are not bad, more than 80% of people continue to...
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We developed this blog because we believe that only a small learning effort is needed to make a big change in the decisions and results of our investments and financial assets.